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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$854M
2
BFG
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
US Bancorp
Minnesota
$201M
4
CWM
Calamos Wealth Management
Illinois
$52.9M
5
IA
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.98B
2
CIA
Choate Investment Advisors
Massachusetts
$2.09M
3
HNB
Huntington National Bank
Ohio
$153M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$86.9M
5
APWM
Atlas Private Wealth Management
New York
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
1251
Valley National Advisers
Pennsylvania
$1K – – –
AWA
1252
Artemis Wealth Advisors
New York
$969 – – –
IHWM
1253
Iron Horse Wealth Management
Iowa
$568 – – –
SIS
1254
Sound Income Strategies
Florida
$511 – – –
SHIM
1255
Stone House Investment Management
Pennsylvania
$1 – – –
CLCM
1256
Crawford Lake Capital Management
New Jersey
– -$10.2M -174,992 Closed
MYIA
1257
Mount Yale Investment Advisors
Colorado
– -$7.32M -125,111 Closed
DDC
1258
DF Dent & Co
Maryland
– -$4.7M -80,373 Closed
Two Sigma Advisers
1259
Two Sigma Advisers
New York
– -$3.62M -61,900 Closed
Susquehanna International Group
1260
Susquehanna International Group
Pennsylvania
– -$3.32M -56,720 Closed
JGC
1261
J. Goldman & Co
New York
– -$3.05M -52,123 Closed
HF
1262
HRT Financial
New York
– -$1.95M -33,352 Closed
PP
1263
Paloma Partners
Connecticut
– -$1.76M -30,074 Closed
T. Rowe Price Associates
1264
T. Rowe Price Associates
Maryland
– -$1.43M -24,389 Closed
SG
1265
StoneX Group
New York
– -$1.38M -23,466 Closed
BMM
1266
Berkshire Money Management
Massachusetts
– -$1.15M -19,668 Closed
OWA
1267
Opal Wealth Advisors
New York
– -$1.11M -18,890 Closed
Principal Financial Group
1268
Principal Financial Group
Iowa
– -$1.07M -18,372 Closed
IAG
1269
Investmark Advisory Group
Connecticut
– -$1.02M -17,413 Closed
MPW
1270
MA Private Wealth
California
– -$964K -16,471 Closed
IA
1271
IFG Advisory
Georgia
– -$638K -10,906 Closed
PAM
1272
PVG Asset Management
Colorado
– -$634K -10,830 Closed
PA
1273
Paragon Advisors
Texas
– -$629K -10,764 Closed
LSAG
1274
Lake Street Advisors Group
New Hampshire
– -$603K -10,309 Closed
Belvedere Trading
1275
Belvedere Trading
Illinois
– -$600K -10,252 Closed
49 50
51
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